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Disclosery

Axos Invest Inc.: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axos Invest Inc. on VB, newest first. How the timeline and the estimate are built.

Axos Invest Inc. held 0 VB shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,116 shares

    13F-HR 0002042928-25-000008 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,116 shares
    Change vs previous 13F -63 shares

    0.2% of the 13F portfolio, value $264,487.

    13F-HR 0002042928-25-000004 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 1,179 shares
    Change vs previous 13F -428 shares

    0.2% of the 13F portfolio, value $261,368.

    13F-HR 0002042928-25-000003 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 1,607 shares
    Change vs previous 13F +16 shares

    0.28% of the 13F portfolio, value $386,064.

    13F-HR 0002042928-25-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 1,591 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $377,287.

    13F-HR 0002042928-24-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).